Apex Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Apex Wealth Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.02M	Buy	13,039 +39	+0.3%	+$3.17K	0.6%	37
2026 Q2	$1.05M	Buy	13,000 +124	+1%	+$9.6K	0.64%	36
2026 Q1	$924K	Sell	12,876 -580	-4%	-$43.1K	0.63%	37
2025 Q4	$1.01M	Buy	13,456 +568	+4%	+$41.3K	1.03%	25
2025 Q3	$946K	Buy	12,888 +240	+2%	+$17.2K	0.68%	35
2025 Q2	$885K	Sell	12,648 -23,528	-65%	-$1.54M	0.71%	33
2025 Q1	$2.34M	Sell	36,176 -1,584	-4%	-$106K	2.1%	17
2024 Q4	$2.49M	Buy	+37,760	New	+$2.56M	2.15%	18

Other funds holding VO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Apex Wealth Management's VO Position: Q3 2026 in Review

Apex Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.3% in Q3 2026, buying an estimated $3.17K and bringing the position to 13,039 shares worth $1.02M. The position accounts for 0.6% of the portfolio, ranked #37.

Apex Wealth Management first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.49M in Q4 2024. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Apex Wealth Management held 13,039 shares of Vanguard Morningstar Mid-Cap ETF worth $1.02M as of Q3 2026.
Apex Wealth Management bought 39 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $3.17K.
Vanguard Morningstar Mid-Cap ETF made up 0.6% of Apex Wealth Management's portfolio in Q3 2026, its #37 holding.
Apex Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Apex Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.49M in Q4 2024.
1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.